Q1 2025 |
46 |
$814M |
+$9.24M |
-$83.1M |
-$73.9M |
NFLX, SHOP, AMZN, OWL, GLBE
|
13F-HR |
4/11/2025, 02:12 PM |
Q4 2024 |
48 |
$943M |
+$10.2M |
-$23M |
-$12.8M |
NFLX, SHOP, AMZN, GLBE, OWL
|
13F-HR |
1/27/2025, 01:38 PM |
Q3 2024 |
49 |
$800M |
+$11.2M |
-$11.2M |
+$81.5K |
NFLX, SHOP, AMZN, GLBE, OWL
|
13F-HR |
10/17/2024, 12:59 PM |
Q2 2024 |
43 |
$752M |
+$1.95M |
-$66.5M |
-$64.6M |
NFLX, SHOP, AMZN, GLBE, AL
|
13F-HR |
7/18/2024, 12:12 PM |
Q1 2024 |
46 |
$824M |
+$8.48M |
-$31.4M |
-$22.9M |
NFLX, SHOP, AMZN, AL, BL
|
13F-HR |
4/26/2024, 11:32 AM |
Q4 2023 |
47 |
$763M |
+$13.9M |
-$5.75M |
+$8.14M |
NFLX, SHOP, AMZN, BL, GLBE
|
Restatement |
1/24/2024, 11:19 AM |
Q3 2023 |
45 |
$619M |
+$11.9M |
-$2.73M |
+$9.22M |
NFLX, SHOP, AMZN, BL, GLBE
|
13F-HR |
10/16/2023, 01:27 PM |
Q2 2023 |
43 |
$662M |
+$13M |
-$4.36M |
+$8.63M |
NFLX, SHOP, AMZN, BL, EQIX
|
13F-HR |
7/24/2023, 01:54 PM |
Q1 2023 |
41 |
$565M |
+$21.1M |
-$11.7M |
+$9.42M |
NFLX, SHOP, AMZN, BL, AL
|
13F-HR |
4/18/2023, 02:25 PM |
Q4 2022 |
42 |
$505M |
+$15M |
-$11.3M |
+$3.72M |
NFLX, SHOP, AMZN, BL, AL
|
13F-HR |
1/26/2023, 10:22 AM |
Q3 2022 |
40 |
$489M |
+$9.26M |
-$13.7M |
-$4.44M |
NFLX, AMZN, SHOP, BL, PYPL
|
13F-HR |
10/20/2022, 01:36 PM |
Q2 2022 |
40 |
$492M |
+$139M |
-$5.86M |
+$133M |
AMZN, NFLX, SHOP, BL, AMT
|
13F-HR |
7/15/2022, 01:54 PM |
Q1 2022 |
40 |
$786M |
+$6.62M |
-$11.1M |
-$4.5M |
NFLX, SHOP, AMZN, BL, PYPL
|
13F-HR |
4/20/2022, 01:46 PM |
Q4 2021 |
42 |
$1.15B |
+$14.3M |
-$5.5M |
+$8.77M |
SHOP, NFLX, AMZN, PYPL, BL
|
13F-HR |
1/18/2022, 01:00 PM |
Q3 2021 |
40 |
$1.19B |
+$5.59M |
-$17.4M |
-$11.8M |
SHOP, NFLX, AMZN, PYPL, BL
|
13F-HR |
10/18/2021, 12:10 PM |
Q2 2021 |
40 |
$1.21B |
+$15.2M |
-$12.8M |
+$2.37M |
SHOP, NFLX, AMZN, PYPL, BL
|
13F-HR |
7/26/2021, 01:39 PM |
Q1 2021 |
38 |
$1.07B |
+$21.9M |
-$51.1M |
-$29.2M |
SHOP, NFLX, AMZN, PYPL, BL
|
13F-HR |
4/16/2021, 01:38 PM |
Q4 2020 |
38 |
$1.16B |
+$2.66M |
-$14.6M |
-$11.9M |
SHOP, NFLX, AMZN, PYPL, BL
|
13F-HR |
1/13/2021, 09:00 AM |
Q3 2020 |
39 |
$1.04B |
+$9.62M |
-$23.1M |
-$13.5M |
SHOP, NFLX, AMZN, PYPL, COUP
|
13F-HR |
10/19/2020, 09:49 AM |
Q2 2020 |
39 |
$981M |
+$15.3M |
-$22.6M |
-$7.32M |
SHOP, NFLX, AMZN, PYPL, COUP
|
13F-HR |
8/17/2020, 10:06 AM |
Q1 2020 |
38 |
$642M |
+$30.2M |
-$195M |
-$165M |
NFLX, SHOP, AMZN, AMT, PYPL
|
13F-HR |
4/30/2020, 04:33 PM |
Q4 2019 |
40 |
$636M |
+$7.99M |
-$5.45M |
+$2.53M |
NFLX, SHOP, AMZN, PYPL, AMT
|
13F-HR |
1/22/2020, 08:28 AM |
Q3 2019 |
37 |
$593M |
+$5M |
-$4.92M |
+$86.1K |
NFLX, SHOP, AMZN, PYPL, AMT
|
13F-HR |
10/16/2019, 02:19 PM |
Q2 2019 |
39 |
$666M |
+$9.69M |
-$5.93M |
+$3.76M |
NFLX, SHOP, AMZN, GRUBXXXX, PYPL
|
13F-HR |
7/18/2019, 09:35 AM |
Q1 2019 |
40 |
$599M |
+$11.2M |
-$14M |
-$2.74M |
NFLX, AMZN, SHOP, GRUBXXXX, PYPL
|
13F-HR |
4/24/2019, 02:02 PM |
Q4 2018 |
40 |
$497M |
+$20.2M |
-$5.57M |
+$14.6M |
NFLX, AMZN, GRUBXXXX, SHOP, PYPL
|
Restatement |
1/22/2019, 08:31 AM |
Q3 2018 |
40 |
$643M |
+$5.43M |
-$9.77M |
-$4.34M |
NFLX, AMZN, GRUBXXXX, SHOP, EA
|
13F-HR |
10/23/2018, 11:40 AM |
Q2 2018 |
41 |
$618M |
+$6.42M |
-$21.3M |
-$14.9M |
NFLX, AMZN, GRUBXXXX, SHOP, EA
|
13F-HR |
7/18/2018, 10:12 AM |
Q1 2018 |
40 |
$542M |
+$8.42M |
-$27.9M |
-$19.5M |
NFLX, AMZN, GRUBXXXX, SHOP, EA
|
Restatement |
4/18/2018, 10:51 AM |
Q4 2017 |
41 |
$456M |
+$6.8M |
-$6.23M |
+$565K |
NFLX, AMZN, GRUBXXXX, ATHN, EA
|
13F-HR |
1/18/2018, 12:35 PM |
Q3 2017 |
42 |
$422M |
+$6.79M |
-$4.85M |
+$1.94M |
NFLX, AMZN, EA, SHOP, GRUBXXXX
|
13F-HR |
10/30/2017, 01:56 PM |
Q2 2017 |
42 |
$379M |
+$7.63M |
-$6.22M |
+$1.42M |
NFLX, AMZN, ATHN, EA, GRUBXXXX
|
13F-HR |
7/25/2017, 02:03 PM |
Q1 2017 |
43 |
$344M |
+$13M |
-$5.83M |
+$7.14M |
NFLX, AMZN, EA, ATHN, AMT
|
13F-HR |
4/26/2017, 09:36 AM |
Q4 2016 |
41 |
$301M |
+$7.14M |
-$246M |
-$239M |
NFLX, AMZN, ATHN, EA, GRUBXXXX
|
13F-HR |
1/24/2017, 11:43 AM |
Q3 2016 |
41 |
$295M |
+$6.05M |
-$3.53M |
+$2.52M |
NFLX, AMZN, ATHN, EA, GRUBXXXX
|
13F-HR |
11/8/2016, 01:04 PM |
Q2 2016 |
45 |
$275M |
+$1.38M |
-$88M |
-$86.7M |
NFLX, AMZN, ATHN, EA, AMT
|
13F-HR |
8/3/2016, 02:03 PM |
Q1 2016 |
52 |
$364M |
+$80M |
-$38.6K |
+$80M |
NFLX, AMZN, ATHN, EA, AMT
|
13F-HR |
4/28/2016, 01:52 PM |
Q4 2015 |
101 |
$305M |
+$11.6M |
-$7.01M |
+$4.61M |
NFLX, AMZN, ATHN, EA, AMT
|
13F-HR |
2/8/2016, 11:14 AM |
Q3 2015 |
45 |
$275M |
+$85.1M |
-$6.57M |
+$78.6M |
NFLX, ATHN, AMZN, EA, AMT
|
13F-HR |
11/6/2015, 10:13 AM |
Q2 2015 |
46 |
$283M |
+$8.71M |
-$29.8M |
-$21.1M |
NFLX, ATHN, AMZN, EA, AMT
|
13F-HR |
8/18/2015, 01:33 PM |
Q1 2015 |
45 |
$271M |
+$6.57M |
-$6.88M |
-$318K |
NFLX, QCOM, ATHN, AMT, AMZN
|
13F-HR |
5/7/2015, 11:10 AM |
Q4 2014 |
45 |
$261M |
+$15.6M |
-$3.84M |
+$11.7M |
NFLX, ATHN, QCOM, AMT, AMZN
|
13F-HR |
2/6/2015, 02:49 PM |
Q3 2014 |
46 |
$261M |
+$12M |
-$1.4M |
+$10.6M |
NFLX, QCOM, ATHN, AMT, AMZN
|
13F-HR |
11/14/2014, 01:39 PM |
Q2 2014 |
47 |
$256M |
+$9.02M |
-$5.72M |
+$3.3M |
NFLX, QCOM, ATHN, AMT, AMZN
|
13F-HR |
8/11/2014, 01:47 PM |
Q1 2014 |
45 |
$244M |
+$4.02M |
-$10.6M |
-$6.56M |
NFLX, QCOM, ATHN, AMT, AMZN
|
13F-HR |
5/8/2014, 02:11 PM |
Q4 2013 |
49 |
$250M |
|
|
|
NFLX, QCOM, ATHN, AMT, AMZN
|
13F-HR |
2/11/2014, 02:52 PM |